List of Products in The Planning Survey

Wolters Kluwer (WKL) offers enterprise-scale financial performance management (FPM) software solutions for the office of the CFO through its CCH® Tagetik expert solutions. The company is a global leader in professional information, software solutions and services for the following sectors: finance, tax and accounting; legal and regulatory; governance, risk and compliance; and healthcare.

CP Corporate Planning AG (CP) is a software vendor and consultancy based in Hamburg, Germany. The company was founded in 1989 and currently has more than 100 employees. CP has regional and international offices in Germany, Austria, Switzerland, the Netherlands and the United Kingdom. In May 2021, CP was acquired by proALPHA, a globally active ERP provider focused on SMEs in manufacturing, wholesale and other sectors. proALPHA employs over 1,700 people in 49 locations worldwide. More than 7,700 customers use proALPHA software. As part of its future corporate strategy, CP will remain its own company and brand, operating autonomously in its target markets as a proALPHA Group member.

insightsoftware is a US-based global provider of solutions for the office of the CFO backed by private equity investors Hg, TA Associates and Genstar Capital. The company employs more than 2,000 people in over 40 locations worldwide and serves 30,000 customers with 500,000 active users. insightsoftware was formed in 2018 out of a merger of Hubble by insightsoftware.com and Global Software, Inc. The vendor’s rapid growth in recent years has been largely inorganic and driven by acquisitions. This strategy has resulted in a broad portfolio of more than 70 finance software solutions.

Established in 2002, Jedox has grown into a team of 340 employees. The vendor serves 2,500 clients worldwide through its headquarters in Freiburg, Germany, its international offices, and a network of more than 250 partners and global alliances. Besides implementers, the vendor has a technology partner network including Salesforce and Tableau, Microsoft (Azure, Office, Power BI, Dynamics, etc.) and Qlik. In 2021, Jedox received $100+ million in investment from global venture capital and private equity firm Insight Partners alongside existing investments from Iris Capital, eCAPITAL and Wecken & Cie, to accelerate customer growth and increase its global footprint while enhancing its CPM platform.

Founded in 1999, LucaNet is a German vendor with a focus on financial performance management (FPM). The company is headquartered in Berlin with additional offices in Germany, Europe, Asia and the United States. LucaNet has over 3,500 customers in 50 countries worldwide. In April 2022, the company received significant strategic investment from Hg, a leading global software investor, to accelerate and scale the vendor’s growth and fund further development of its product capabilities.

Serviceware offers a portfolio of software solutions for digitalizing and automating service processes (Enterprise Service Management, ESM). In 2019, Serviceware acquired cubus, a German CPM and analytics specialist to complement its portfolio. Within Serviceware, cubus’ former solutions are now called Serviceware Performance (for performance management) and Serviceware Performance AL (for analytics). Both are available as standalone applications or integrated in Serviceware’s ESM platform. Serviceware Performance is used by approximately 400 customers.

Unit4 is a global provider of cloud-based enterprise software for financials, HCM and FP&A. To strengthen its offerings for CPM and analytics, Unit4 acquired the German vendor Prevero in 2016. Prevero originally delivered CPM software to support planning, budgeting and forecasting, analytics and reporting processes and has now been fully integrated into Unit4’s ERP application ecosystem to provide Financial Planning & Analysis (FP&A) solutions.

Valsight was founded in 2015 as a spin-off of the Hasso Plattner Institute and is now headquartered in Berlin with about 30 employees. As a German software-as-a-service (SaaS) company, Valsight enables enterprises to maximize their financial performance. The vendor envisions faster and better support for management decisions by creating data-driven insights. Specifically, Valsight provides companies with functionality to flexibly simulate financial plans, forecasts or any scenario on the fly.

Workday is a cloud-based enterprise software and ERP vendor with a particular focus on human capital management, financial management and enterprise planning. The company has a turnover of $4.32 billion and employs 14,200 people worldwide. In 2018, Workday acquired Adaptive Insights, a planning and CPM software vendor headquartered in Palo Alto, California, to extend its performance management offerings. Workday Adaptive Planning is used by more than 5,800 customers of various sizes from a wide range of industries in over 50 countries.

Anaplan (NYSE: PLAN) is a cloud-native enterprise software-as-a-service (SaaS) vendor headquartered in San Francisco, USA. The company currently employs more than 2,000 people worldwide. Several major investors have financed Anaplan’s growth and global expansion.

Board was founded in 1994 and employs more than 500 people worldwide. Both its European head office and software development headquarters are in Chiasso, Switzerland. A second regional US headquarters is located in Boston, Massachusetts. Board has 25 offices worldwide and a global partner network. More than 3,000 customers globally use Board to implement CPM and analytics projects. The company currently has a strong focus on internationalization, particularly by expanding its presence in the United States. The ownership of the company changed in 2019, when Nordic Capital acquired a majority share in Board to support the vendor’s continued international expansion.

CoPlanner was founded in 1989 in Graz, Austria, with the aim of supporting enterprises in implementing integrated BI and CPM systems by offering comprehensive business and technical expertise. The vendor currently employs about 40-50 people and claims to have more than 540 customers, primarily in Austria, Germany and Switzerland.

[The Planning Survey 21 results, not included in The Planning Survey 22] evidanza was established in 2004 as a software vendor developing its own analytics and planning solutions. The company is based in Salching, Germany, has about 45 employees and currently serves around 185 clients in mid-sized companies. The vendor has a network of national and international partners.

IBM is one of the world’s largest vendors of IT hardware, software and services. The company has a global workforce of close to 350,000 employees and is active in over 170 countries. IBM offers a comprehensive portfolio of on-premises and cloud analytics and performance management solutions (in particular, for planning and financial consolidation). The core offerings consist of IBM Cognos Analytics with Watson and IBM Planning Analytics with Watson. For financial consolidation and regulatory reporting, IBM Cognos Controller is part of the performance management portfolio.

[The Planning Survey 21 results, not included in The Planning Survey 22] Infor is a global US-based vendor of industry-focused business software solutions. The company was founded in 2002, has 140 locations worldwide and supports over 67,000 customers in around 180 countries. Infor is privately held by Koch Industries.

macs Software is a German vendor founded in 1999 and headquartered in Zimmern ob Rottweil, Germany. The group of companies also has offices in Cape Town, South Africa; and Las Vegas, Nevada (USA). macs Software is a small vendor with 35 employees.

OneStream Software is an independent US-based CPM software company backed by private equity investors KKR, D1 Capital Partners, Tiger Global and IGSB. The vendor started developing and building the platform in 2008 as an R&D company before transforming into an operational company in 2012. OneStream is headquartered in Rochester, Michigan, USA and currently has eleven offices in the United States, Europe and APAC with more than 1,000 employees worldwide.

Oracle is a global provider of enterprise cloud computing, offering software, platform, infrastructure and data as a service. The company employs more than 132,000 people worldwide and serves 430,000 customers in 175 countries.

Founded in Canada in 1987, Prophix began as a software distributor implementing financial applications. In the year 2000, Prophix released its own CPM software, also called Prophix, recognizing the market’s need for innovative planning and reporting systems. In January 2021, Prophix received significant investment from Hg, a leading global software investor, to accelerate and scale the vendor’s growth and fund further development of its product capabilities. As the first instance of inorganic growth in the company’s corporate history, in October 2021, Prophix began accelerating and scaling its growth through the acquisition of Sigma Conso, a Belgian financial performance management (FPM) specialist with a strength in financial consolidation and close. Prophix now has more than 450 employees worldwide and over 2,500 active customers in more than 110 countries around the globe, covering all company sizes and industries. In addition to its market presence and continuous growth in North America, Prophix is increasingly winning customers outside its core market, for example in Europe.

SAP was founded in 1972 as a business applications company. Today, the vendor has a turnover of €27.34 billion, employs more than 100,000 people and is one of the largest business software vendors in the world.

SAP was founded in 1972 as a business applications company. Today, the vendor has a turnover of €27.34 billion, employs more than 100,000 people and is one of the largest business software vendors in the world.